See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,146 | $85,766-24.0% | $136,294-52.2% | $70,131-7.1% |
| Participation rate | 92.0% | 74.2%+17.8pp | 81.9%+10.1pp | 69.5%+22.5pp |
| Annual return | 14.60% | 31.45%-16.8pp | 5155.94%-5141.3pp | 73.14%-58.5pp |
| Employer contribution / active EE | $885 | $2,966-70.2% | $4,695-81.2% | $2,342-62.2% |
| Participant deferral / active EE | $4,045 | $5,051-19.9% | $6,247-35.3% | $3,332+21.4% |
| Admin fee / account holder | $450 | $5,420-91.7% | $9,243-95.1% | $4,645-90.3% |